JFS Wealth Advisors’s Community Bank CBU Stock Holding History

JFS Wealth Advisors’s Portfolio CBU Stock Details CBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.83K	Buy	42 +10	+31%	+$633	﹤0.01%	1491
2026 Q1	$1.88K	Sell	32 -11	-26%	-$673	﹤0.01%	1522
2025 Q4	$2.48K	Buy	43 +14	+48%	+$805	﹤0.01%	1478
2025 Q3	$1.7K	Sell	29 -10	-26%	-$579	﹤0.01%	1479
2025 Q2	$2.22K	Buy	39 +9	+30%	+$500	﹤0.01%	1372
2025 Q1	$1.71K	Hold	30	–	–	﹤0.01%	1520
2024 Q4	$1.85K	Hold	30	–	–	﹤0.01%	1510
2024 Q3	$1.74K	Buy	30 +1	+3%	+$57	﹤0.01%	1548
2024 Q2	$1.37K	Buy	29 +8	+38%	+$362	﹤0.01%	1573
2024 Q1	$1.01K	Buy	21 +17	+425%	+$794	﹤0.01%	1657
2023 Q4	$209	Sell	4 -4	-50%	-$180	﹤0.01%	1900
2023 Q3	$338	Sell	8 -15	-65%	-$711	﹤0.01%	1801
2023 Q2	$1.08K	Buy	23 +4	+21%	+$196	﹤0.01%	1580
2023 Q1	$998	Sell	19 -8	-30%	-$469	﹤0.01%	1585
2022 Q4	$1.7K	Buy	27 +10	+59%	+$625	﹤0.01%	1430
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	1499
2022 Q2	$1K	Sell	17 -10	-37%	-$655	﹤0.01%	1481
2022 Q1	$2K	Buy	27 +16	+145%	+$1.16K	﹤0.01%	1384
2021 Q4	$1K	Buy	+11	New	+$802	﹤0.01%	1286

Other funds holding CBU

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM